INKM : SPDR SSgA Income Allocation ETF

INKM is a Allocation Market All-In-One with MODERATE fees.

INKM

SPDR SSgA Income Allocation ETF

FI Score

46 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

46% FI Score
  • inkm
  • ETF
  • Allocation
  • All-In-One

SPDR SSgA Income Allocation ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as Senior Loans; and (v) REITs, including equity REITs and mortgage REITs.

Largest Holdings

Amount Holding
14.25% SPDR Portfolio S&P 500 High Dividend ETF
10.99% SPDR Bloomberg Barclays High Yield Bond ETF
10.09% SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
10.04% SPDR Blackstone / GSO Senior Loan ETF
9.81% SPDR Portfolio Long Term Treasury ETF
6.21% SPDR Portfolio Long Term Corporate Bond ETF
5.98% SPDR Portfolio Intermediate Term Corporate Bond ETF
5.23% SPDR S&P Global Infrastructure ETF
5.02% SPDR Bloomberg Barclays Convertible Securities ETF
4.94% iShares Mortgage Real Estate Capped ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo